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Banker vs phone banker

The differences between bankers and phone bankers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a banker and a phone banker. Additionally, a banker has an average salary of $44,463, which is higher than the $34,532 average annual salary of a phone banker.

The top three skills for a banker include taking care, financial services and securities. The most important skills for a phone banker are customer service, customer inquiries, and compliance guidelines.

Banker vs phone banker overview

BankerPhone Banker
Yearly salary$44,463$34,532
Hourly rate$21.38$16.60
Growth rate10%10%
Number of jobs29,72522,843
Job satisfaction--
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 34%
Average age4343
Years of experience44

What does a banker do?

A banker is primarily responsible for assisting clients with their banking needs, particularly when withdrawing, depositing, and paying. Aside from handling transactions, bankers are also mainly responsible for opening and closing accounts, processing requirements, verifying the validity of documentation, recommending services and other financial options to clients, and resolving inquiries and concerns. A banker may answer calls and correspondence, coordinate with other banking personnel, maintain accurate data, and discuss conditions to clients thoroughly. Furthermore, because a banker mainly works with clients, it is essential to attain customer satisfaction.

What does a phone banker do?

As the name entails, phone bankers work for banks, financial institutions, or even at call centers whose primary job is to assist banking customers' needs and inquiries via telephone. Their duties and responsibilities may include handling concerns about bank transactions, keeping customers informed of bank policies and procedures, and processing financial applications. They also help maintain customer retention and satisfaction, participating in marketing campaigns, sales development activities, and referral programs. Phone bankers may do some administrative tasks as needed.

Banker vs phone banker salary

Bankers and phone bankers have different pay scales, as shown below.

BankerPhone Banker
Average salary$44,463$34,532
Salary rangeBetween $20,000 And $97,000Between $27,000 And $43,000
Highest paying CityNew York, NYSaint Paul, MN
Highest paying stateNew YorkNew York
Best paying companyCitiAdvancial Federal Credit Union
Best paying industryFinanceFinance

Differences between banker and phone banker education

There are a few differences between a banker and a phone banker in terms of educational background:

BankerPhone Banker
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 34%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Banker vs phone banker demographics

Here are the differences between bankers' and phone bankers' demographics:

BankerPhone Banker
Average age4343
Gender ratioMale, 46.3% Female, 53.7%Male, 36.1% Female, 63.9%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.4% Asian, 12.3% White, 66.5% American Indian and Alaska Native, 0.2%Black or African American, 5.8% Unknown, 4.1% Hispanic or Latino, 12.2% Asian, 10.8% White, 66.8% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between banker and phone banker duties and responsibilities

Banker example responsibilities.

  • Manage a mortgage, banking and securities base lending pipeline for one of the top lending branches in the firm.
  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
  • Earn numerous reward certificates for level of sales and customer service through QA.
  • Qualify potential members for membership by opening checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
  • Follow appropriate VL guidelines to ensure compliance with QA and banking regulations.
  • Pass series 6 , 63 and insurance exams as registered member of FINRA.
  • Show more

Phone banker example responsibilities.

  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
  • Process treasury tax and loan payments.
  • Service customers with commercial and treasury management accounts and make appropriate product recommendations.
  • Secure and obtain accurate patients demographics, financial information, and maintain confidentiality on all patient records.
  • Interact with commercial business, insurance, business development and investment partners to identify cross-selling opportunities, while meeting customer needs.
  • Provide notary service upon request.

Banker vs phone banker skills

Common banker skills
  • Taking Care, 15%
  • Financial Services, 10%
  • Securities, 6%
  • Bank Products, 5%
  • NMLS, 5%
  • Upselling, 4%
Common phone banker skills
  • Customer Service, 22%
  • Customer Inquiries, 8%
  • Compliance Guidelines, 7%
  • Bank Products, 7%
  • Computer System, 6%
  • Treasury, 5%